Sigma Planning Corp
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Sigma Planning Corp’s Powell Industries POWL Stock Holding History

Sigma Planning Corp’s Portfolio POWL Stock Details POWL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$484K Sell
2,626
-115
-4% -$23.6K 0.01% 854
2026
Q2 		$785K Sell
2,741
-232
-8% -$62.9K 0.02% 700
2026
Q1 		$536K Sell
2,973
-8,490
-74% -$1.39M 0.01% 799
2025
Q4 		$1.22M Sell
11,463
-11,973
-51% -$1.34M 0.03% 471
2025
Q3 		$2.38M Buy
23,436
+12,570
+116% +$1.07M 0.07% 283
2025
Q2 		$762K Buy
10,866
+273
+3% +$16.5K 0.02% 607
2025
Q1 		$601K Buy
+10,593
New +$738K 0.02% 655

Other funds holding POWL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Tema ETFs
Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Sigma Planning Corp's POWL Position: Q3 2026 in Review

Sigma Planning Corp reduced its Powell Industries (POWL) stake by 4.2% in Q3 2026, selling an estimated $23.6K and leaving 2,626 shares worth $484K. The position accounts for 0.01% of the portfolio, ranked #854.

Sigma Planning Corp first reported a position in POWL in Q1 2025 and has held it in 7 quarters since. The position peaked at $2.38M in Q3 2025. 231 funds tracked by Wall St. Rank hold POWL as of Q3 2026.

  • Sigma Planning Corp held 2,626 shares of Powell Industries worth $484K as of Q3 2026.
  • Sigma Planning Corp sold 115 Powell Industries shares in Q3 2026, an estimated $23.6K.
  • Powell Industries made up 0.01% of Sigma Planning Corp's portfolio in Q3 2026, its #854 holding.
  • Sigma Planning Corp first reported a position in Powell Industries in Q1 2025 and has held it in 7 quarters since.
  • Sigma Planning Corp's Powell Industries position peaked at $2.38M in Q3 2025.
  • 231 funds tracked by Wall St. Rank held Powell Industries as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.